{"id":446,"date":"2022-09-22T16:19:10","date_gmt":"2022-09-22T16:19:10","guid":{"rendered":"https:\/\/kb.axialcrm.com\/?p=446"},"modified":"2022-11-24T15:38:50","modified_gmt":"2022-11-24T15:38:50","slug":"productos-crm","status":"publish","type":"post","link":"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/22\/productos-crm\/","title":{"rendered":"Productos en un CRM"},"content":{"rendered":"
\n
\"\"<\/figure>\n<\/div>\n\n\n

Productos en un CRM<\/strong><\/p>\n\n\n

No todos los CRMs del mercado disponen de esta funcionalidad, para poder gestionar l\u00edneas de presupuesto, pero si usted trabaja con productos y tarifas y desea que desde su CRM realizar ofertas o pedidos por l\u00edneas, es importante que valore contratar un CRM con esta funcionalidad.<\/p>\n\n\n

 A\u00f1adir Productos a la Oferta o Pedido<\/strong><\/p>\n\n\n\n

Si su sistema de CRM dispone de esta funcionalidad y ha configurado sus productos en su sistema de CRM, normalmente habr\u00e1 tenido que importar o a\u00f1adir su listado de \u201cProductos\u201d<\/strong>, y de este modo podremos gestionar la base de nuestros productos, que luego usaremos para la generaci\u00f3n de cualquier tipo de Transacci\u00f3n (Oportunidades, Ventas, Pedidos, Facturas\u2026)<\/p>\n\n\n\n

Podremos tanto realizar una carga masiva o a\u00f1adir un nuevo producto manualmente, as\u00ed como generar un cat\u00e1logo visual del mismo listo para usar desde Tablets de una forma m\u00e1s intuitiva. Consulte si su CRM dispone de esta funcionalidad avanzada.<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

Si hemos optado por a\u00f1adir un nuevo producto o editar uno existente deberemos rellenar los campos configurados previamente e incluso subir las im\u00e1genes deseadas si valoramos optar por hacer uso de la funci\u00f3n \u201cCat\u00e1logo\u201d. En ellas figuran como campos importantes (Datos generales) los precios de coste, neto, %IVA y venta. As\u00ed como una descripci\u00f3n general y si fuera necesario el grupo de Familia y\/o Subfamilia en el que consta.<\/p>\n\n\n\n

NOTAS: <\/p>\n\n\n\n

    \n
  • Si usted va a realizar una integraci\u00f3n con su sistema de ERP o Contable, es posible que deba usar un campo \u201cStock\u201d.<\/li>\n\n\n\n
  • Adem\u00e1s en ocasiones poder subir las im\u00e1genes deseadas si opta por usar la funci\u00f3n \u201cCat\u00e1logo\u201d, que ciertos CRMs disponen como funcionalidad m\u00e1s avanzada.<\/li>\n<\/ul>\n\n\n\n

    Si se han confeccionado plantillas vinculadas a oportunidades podremos realizar plantillas para generar PDFs fusionando y combinando con los campos propios de la oportunidad e incluso sus l\u00edneas de productos lo que nos permite generar Ofertas, Proformas e incluso Pedidos o Facturas.<\/p>\n\n\n

    \n
    \"\"<\/figure>\n<\/div>\n\n\n

    Finalmente su sistema CRM habr\u00e1 generado este documento PDF y podr\u00e1 por tanto subir tanto el documento generado como un documento externo al elegir la plantilla deseada, de este modo, enviaremos y generamos con un solo clic el PDF de la propuesta a nuestro cliente<\/p>\n","protected":false},"excerpt":{"rendered":"

    Lea nuestra gu\u00eda de primeros pasos y aprenda como comenzar a usar AxialCRM de forma r\u00e1pdia y sencilla.<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[],"class_list":["post-446","post","type-post","status-publish","format-standard","hentry","category-terminologia"],"yoast_head":"\nProductos en un CRM - Axial CRM Knowledge Database<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/22\/productos-crm\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Productos en un CRM - Axial CRM Knowledge Database\" \/>\n<meta property=\"og:description\" content=\"Lea nuestra gu\u00eda de primeros pasos y aprenda como comenzar a usar AxialCRM de forma r\u00e1pdia y sencilla.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/22\/productos-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Axial CRM Knowledge Database\" \/>\n<meta property=\"article:published_time\" content=\"2022-09-22T16:19:10+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-11-24T15:38:50+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kb.axialcrm.com\/wp-content\/uploads\/2022\/07\/Axial_Axial_original_respectarea-2-1024x514.png\" \/>\n<meta name=\"author\" content=\"Michel Monserrate\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"Michel Monserrate\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/22\/productos-crm\/\",\"url\":\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/22\/productos-crm\/\",\"name\":\"Productos en un CRM - 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